Meet us at Dreamforce 2025
We’ll be there for the big ideas, insightful conversations, and all the fun.
Read on to see what we’ve got going on.
Hope to see you there!
Hot Topic Breakfasts
Start your day right with coffee, breakfast, and meaningful conversations. Connect with your peers and industry innovators for a casual but powerful discussion on the topics everyone is talking about.
We’ll make sure you’re on your way in plenty of time for the Dreamforce agenda.
Featured Topics:
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Explore how Data Cloud and Agentforce can transform financial institutions by unifying customer data and deploying AI-driven agents to enhance personalized banking experiences. This session will dive into real-time data integration, improving customer 360 views, and driving actionable insights for loan officers, wealth advisors, and customer service teams.
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Focus on how AI-powered automation, powered by Agentforce and Salesforce platforms, can streamline back-office processes like loan processing, compliance checks, and account management for banks and credit unions. Discuss reducing operational costs while improving efficiency and accuracy.
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Address creating a robust, resilient Customer 360 for financial services, integrating Financial Services Cloud, Contact Center, and Marketing Cloud to enhance member retention and cross-sell opportunities. Cover best practices for maintaining data hygiene and leveraging analytics for long-term growth.
Got other discussion topics? Bring them along!
Seating is limited!
Send an email to us to inquire about open seats.
“Creativity is
intelligence
having fun.”
Book a 30 Minute Coffee Chat… Leave with a Personalized Salesforce Architecture Sketch for Your Business
How many times have you been to a big event and not come home with anything truly valuable and unique to your business? Here’s your chance to change that.
We volun-told our very own Dan Keseloff to offer himself up for 30-minute, casual brainstorming sessions for anyone who needs help envisioning their Salesforce architecture vision.
Because here’s the thing – you know your current tech architecture and you know the Salesforce products, but sometimes it’s hard to envision a future where you bring these together. Dan can help you talk it through and map it out, back-of-the napkin style.
Don’t want to speak for everyone, but we think it’s a great use of 30 minutes during Dreamforce.
Plus, we literally can’t stop Dan from talking about Salesforce architecture, so we’d like to put all that knowledge to good use – for you!
Complete this form to express interest in a Coffee Chat!
Someone from our team will reach out to schedule time with Dan at Dreamforce.
Let's talk at Dreamforce!
New tech, AI, Data Cloud, Agents...
Let's talk about your “Easy Button” to get started.
With all the buzz on new technologies, we get asked all the time about the best place to start.
If you struggle with:
Aligning the business on a future-state vision
Understanding the best starting point to drive value
Creating a roadmap for how/when to implement Data Cloud
Leveraging new tech to truly drive more value
Adding more tech while reducing tech debt
We can help!
Reach out to talk about the right Easy Button for your unique business needs.
